MUB icon

iShares National Muni Bond ETF

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
551
Investment Partners
Ohio
$2.57M -$150K -1,425 -6%
HFS
552
Hoge Financial Services
Pennsylvania
$2.57M +$116K +1,100 +5%
PG
553
Patten Group
Tennessee
$2.51M +$589K +5,587 +31%
PA
554
Parallel Advisors
California
$2.49M -$221K -2,093 -8%
GFWA
555
Grey Fox Wealth Advisors
Delaware
$2.47M -$291K -2,758 -11%
JIR
556
James Investment Research
Ohio
$2.44M -$8.22K -78 -0.3%
FHA
557
Flagship Harbor Advisors
Massachusetts
$2.43M +$375K +3,558 +18%
BMCM
558
Bryn Mawr Capital Management
Pennsylvania
$2.43M +$552K +5,234 +29%
CFC
559
Client First Capital
California
$2.43M
BCM
560
Beaumont Capital Management
Massachusetts
$2.39M +$2.39M +22,642 New
JSA
561
Jacobson & Schmitt Advisors
Wisconsin
$2.36M +$46.6K +442 +2%
BC
562
Bowman & Company
Wisconsin
$2.34M +$161K +1,530 +7%
PA
563
Procyon Advisors
Connecticut
$2.34M -$328K -3,114 -12%
MWP
564
Madison Wealth Partners
Wisconsin
$2.31M -$75.3K -714 -3%
AWM
565
Accurate Wealth Management
Florida
$2.31M -$341K -3,332 -13%
USCWA
566
U.S. Capital Wealth Advisors
Texas
$2.31M +$2.53K +24 +0.1%
MW
567
Maia Wealth
Colorado
$2.29M +$55.5K +538 +2%
HSG
568
Helen Stephens Group
Texas
$2.27M +$754K +7,151 +50%
PSA
569
Plum Street Advisors
Louisiana
$2.27M +$90.9K +862 +4%
SWA
570
Stratos Wealth Advisors
Ohio
$2.26M -$2.41M -22,892 -52%
MWC
571
MKD Wealth Coaches
Michigan
$2.25M -$1.38M -13,054 -38%
AIM
572
Alhambra Investment Management
Florida
$2.25M -$144K -1,367 -6%
AF
573
Advisornet Financial
Minnesota
$2.22M -$1.65M -15,669 -43%
RWS
574
Retirement Wealth Solutions
Wisconsin
$2.22M +$80.5K +763 +4%
MA
575
Mutual Advisors
Nebraska
$2.22M -$101K -971 -4%